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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,614 | $138,078+9.1% | $125,363+20.1% | $134,509+12.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.60% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $3,822 | $5,245-27.1% | $4,815-20.6% | $4,741-19.4% |
| Participant deferral / active EE | $10,736 | $7,800+37.6% | $7,447+44.2% | $6,400+67.7% |
| Admin fee / account holder | $27 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |